- 1.CLOUD BUSINESS QUARTERLYSMTechnology Business Research Cloud PortfolioDiscussion DocumentSpring 2012 TBRT E C H N O L O G Y B U S I N E S S R ES E AR C H , I N C .
2. TBRExecutive Summary4Technology Business Research (TBR) Cloud Research Overview5TBRs Cloud Research ProductsTBRs Public Cloud Market Landscape7TBR Public Cloud Market Landscape Overview10 TBR Public Cloud Market Landscape ExamplesTBRs Cloud Vendor Reports17 Vendor Report Overview19 Salesforce.com Examples21 Google Cloud Examples23 Microsoft Cloud ExamplesTBRs Cloud Computing Adoption Study26 Table of Contents28 Methodology29 Cloud Computing Adoption Study Examples2 Technology Business Research Cloud Portfolio Discussion Document 2012 Technology Business Research, Inc. 3. Executive Summary: TBRs Cloud Services Practice TBRExecutive Summary:TBRs Cloud Services Practice3Technology Business Research Cloud Portfolio Discussion Document 2012 Technology Business Research, Inc. 4. Executive Summary: TBRs Cloud Services PracticeTBRTBR evaluates cloud from all angles to give customers recommendationsand actionable insights to drive customer adoptionTBR Cloud Services Topical Research Areas Workloads CompetitivePublic CloudLandscape CloudPracticePurchasingPrivate/TrendsHybrid CloudPartner Ecosystem4Technology Business Research Cloud Portfolio Discussion Document 2012 Technology Business Research, Inc. 5. Executive Summary: TBRs Cloud Services PracticeTBRTBRs cloud portfolio provides insights into to public and private cloudvendor business models, trends, and adoption behaviorsTBR Cloud Services Research Products Who is winning inWhat and why are public cloud?customers buying? 35+ cloud vendors Vendor Purchasing SaaS, PaaS, IaaS, SECa Total cloud marketReports StudiesaS Adoption sizing Purchase scenarios Key trends and Buying criteria scenarios Customer Satisfaction Public CloudPublic Cloud Segments and Region breakouts MarketAdoption Landscape Studies How do cloud leaders Who is buying build their business? Private/Hybrid private/hybrid clouds Cloud StrategyCloud VendorCloudand how? (Public, Private andReports Purchasing Purchasing scenarios Services Portfolio) Studies Buying criteria Revenue and Roles and Profitabilityrelationships GTM, Resource Customer Satisfaction Management and Sales Tactics5Technology Business Research Cloud Portfolio Discussion Document2012 Technology Business Research, Inc. 6. TBR TBRs Public Cloud Market Landscape and Example Slides6 Technology Business Research Cloud Portfolio Discussion Document 2012 Technology Business Research, Inc. 7. TBRs Public Cloud Market Landscape TBRCloud computing is a viable business model, driving growth withintraditional hardware, software, telco and services businessesTBR Public Cloud Market Landscape Research Objective With the quarterly Public Cloud Market Landscape Reports, TBR will deliver research focused on performance by segment and geography empowering clients to focus offerings and routes to market in support of companies that deliver the most value, and thus profit. Public Cloud Business Models are Maturing Key Areas of Focus: Those vendors that succeed in elevating customer How are leading and emerging cloud vendors usage of public cloud offerings to a strategic levelperforming across segments and workloads? will own both customer loyalty and share-of- What business models and vendor strategies are wallet in the cloud for the foreseeable future.succeeding in revenue growth? Organizations adopting public clouds and related What are key trends in the vendor landscape? services seek what all buyers of IT want clear ROI, Segments: minimal disruption and security risks, and simple Software-as-a-Service (SaaS) implementation. Platform-as-a-Service (PaaS) Trusted partners to those end-users will utilize comprehensive product portfolios that transition Infrastructure-as-a-Service (IaaS) customers from ad hoc, early stage individual Revenue and growth analysis overall and by offering purchases to strategic corporate-level segment: purchasing. Public cloud revenue % change Absolute change (revenue) Geographic Analysis Key Alliances and Acquisitions7 Technology Business Research Cloud Portfolio Discussion Document 2012 Technology Business Research, Inc. 8. TBRs Public Cloud Market Landscape TBRTBRs research targets key public cloud deployment scenarios todetermine the drivers of customer adoption and innovative vendorsTBR Public Cloud Market Landscape: 37 Covered VendorsAmazon AWSSalesforce.comAT&TSAP AGBMC CenturyLink (Savvis)CA TechnologiesCiscoCitrixGoGridSymantecVerizon + TerremarkVMwareWiproSaaSGoogleZohoHPBoxIBM DellInformatica EnomalyIntuitMicrosoftTWC (Navisite)WorkdayServiceNowFujitsuPaaSIaaSNetSuiteEMCDimension Data (OpSource) CSCOracleJoyentRackspace EquinixRedhat8Technology Business Research Cloud Portfolio Discussion Document2012 Technology Business Research, Inc. 9. TBRs Public Cloud Market Landscape TBRTBRs Public Cloud Market Landscape provides actionable insight basedon vendor activity, competitive benchmarks and scenario analysisThe TBR Public Cloud Market Landscape Includes:Executive SummaryTBR PositionGrowth & Revenue LeadersKey Findings and Trends Geographic OverviewSegment ViewKey Alliances & AcquisitionsScenario Discussion:Scenario Discussion:Scenario Discussion:Infrastructure-as-a-Service Software-as-a-Service Platform-as-a-ServiceGrowth & Revenue LeadersGrowth & Revenue LeadersGrowth & Revenue LeadersScenario Analysis Scenario Analysis Scenario AnalysisResource Management Resource Management Resource ManagementKey Alliances & AcquisitionsKey Alliances & AcquisitionsKey Alliances & AcquisitionsGeographic DiscussionAmericas, EMEA, APAC9Technology Business Research Cloud Portfolio Discussion Document2012 Technology Business Research, Inc. 10. CLOUD BUSINESS QUARTERLYSMPublic Cloud Market LandscapeThird Calendar Quarter 2011Publish Date: Jan. 17, 2012 TBRT E C H N O L O G Y B U S I N E S S R ES E AR C H , I N C . 11. TBRs Public Cloud Market LandscapeTBRCustomer cloud spending increased across verticals and geographies,despite economic concerns, and TBR projects 23% growth through 2012TBREstimated Public Cloud RevenueAggregated TBR Public Cloud Landscape Revenue and Growth$45$43.00 Total Estimated Public Cloud Revenue (in $ Billions)TBRs Public Cloud Market Landscape covers 35 vendors.$40PublicThe 3Q11 Public Cloud Market Landscape includes revised revenue totalCloud$33.00$35 for the covered vendors going back to 1Q10 based on both additionalMarketinsights and net new vendors covered. Vendors added in 3Q11 include$30 CenturyLink, Dimension Data, EMC, Equinix, and Fujitsu. $23.00$25$20 $18.1042% year-to-year quarterly growthPublic$15Cloud $12.86$10.31 Market$8.58$9.24 $9.88$10 $7.26$7.92 Revenue$5.98 $6.44 in TBRs$5$3.07$3.17$3.19$3.81$4.14$2.41 $2.68covered vendors $-3Q104Q101Q112Q11 3Q11Fst 4Q11 Est 1Q122010Est. 2011 Est. 2012Calendar Quarter Calendar Quarter Calendar Year TBR Public Cloud Market Covered in the Cloud Market Landscape ReportTBR Public Cloud Market EstimateSOURCE: COMPANY DATA; TBR ESTIMATES11Technology Business Research Cloud Portfolio Discussion Document 2012 Technology Business Research, Inc. 12. TBRs Public Cloud Market Landscape TBRAt just over half of TBRs total covered public cloud market revenue, Intuit,Microsoft, and Salesforce.com show the potential for cloud run rates Estimated TBR Public Cloud Market Landscape Vendor and Aggregated Segment Revenue Totals TBREquinix$4,500EMCTBR covers 35 companies Estimated Public Cloud Revenue (in $ thousands)FujitsuServiceNow$4,000across all public cloud Workdaysegments and geographiesEnomalyDell$3,500BoxZohoWiproVMware$3,000IntuitVerizon + TerremarkSymantecCenturyLink (Savvis)$2,500SAP AGSalesforce.comRedhat$2,000 MicrosoftRackspaceOracleDimension Data (OpSource)NetSuite$1,500TWC (Navisite)Microsoft Salesforce.com Intuit$1,000InformaticaIBMHP$500GoogleGoGridCitrixCisco$0CA Technologies 2Q103Q104Q10 1Q112Q113Q11Fst 4Q11BMCAT&T Calendar Quarter Amazon AWS SOURCE: COMPANY DATA; TBR ESTIMATES12 Technology Business Research Cloud Portfolio Discussion Document 2012 Technology Business Research, Inc. 13. TBRs Public Cloud Market Landscape TBRThe public cloud gold rush continues, driving ongoing pure-playdouble-digit growth and cross-industry new entrants TBR 3Q11 Estimated Public Cloud Revenue Growth vs. Corporate Revenue Growth Dell*Traditional vendor offering public cloud through acquisitions and R&D 130% CA Technologies are still small, but are experiencing rapid growth in the segment.Hosting and telecom providers are accelerating Year-to-year Public Cloud Revenue Growthpublic cloud entry, building a cohort within TBRs 110% public cloud benchmarked vendors. ServiceNowVerizon + TerremarkRackspace90% CenturyLink (Savvis) Dimension Data (OpSource) Workday EnomalyVMwareGoGridAT&T70%Box Amazon AWSIBMBMC Pure play public cloud vendorsOraclecontinue to experience high,50%Redhat Wipro HPSymantecdouble-digit growth as customersMicrosoft across business segmentsZoho30% EMCGoogle Salesforceincreasingly adopt public cloudFujitsu solutions and incorporate them SAPinto core operations.TWC (Navisite)Early public cloud vendors AWS and10%Intuit CitrixInformatica Salesforce.com sustain their size andCisco growth through expanded offerings. -10% 10%30% 50% 70% 90% 110% -10% NetSuiteKey: *TBR does not recognize public cloud revenue from Dell Year-to-year Corporate Revenue Growth Weighted Unweighted prior to 1Q11.SOURCE: COMPANY DATA; TBR ESTIMATES13Technology Business Research Cloud Portfolio Discussion Document 2012 Technology Business Research, Inc. 14. TBRs Public Cloud Market LandscapeTBRVendors with public SaaS as a significant part of their portfolios areexperiencing the most rapid overall growth Corporate Revenue Growth vs. TBREstimated Public Cloud SaaS Revenue Growth140%DellYear-to-year Public Cloud SaaS Revenue Growth (%)Pure-p